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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (28908)	7/26/2000 1:26:19 PM
From: tinkershaw	Respond to of 54805

May I ask, since little has changed, why did you sell in the first place? I sold because at split adjusted $17 I loaded up on RMBS LEAPS in January. By the time RMBS reached split adjusted $100s I was rolling in a lot of dough. LEAPS being inherently for trading (even if 1-2.5 years in length) I took my two month 10 bag + profit and gratefully retreated to less FUD filled waters and endure the market crash (which fortunately allowed me to wipe out any capital gain taxes by trading, for example a fallen Redback for a fallen BRCM, saving my relative capital but piling up the capital losses in the process). To me their are great companies, and then there are great times to buy into great companies. This may be such a time, once again, with Rambus (albeit, not nearly as great as it was last January). But I will without hesitation NOT call Rambus a Gorilla at this time. It is close. But I'd like to see capitulation by at least one more major DRAM manufacturer to cement the deal and put the IP on even more solid footing. Only after this will Rambus become the more risk adverse full-Gorilla. There is still plenty of risk, but also extraordinary reward left in Rambus at the current time for those wanting a close to maturing into Gorilla, Gorilla-Candidate. The Tornado is in place for those keeping track. Royalty revenues increased 88% sequentially this quarter. Tinker